William I. Woodson is a lecturer on wealth management at Columbia University School of Professional Studies and serves on the advisory board for the Stanford University Global Family Office Initiative. He is the former head of a family office and ran the family office practices for Citi Private Bank and Credit Suisse.Edward V. Marshall is a family office expert, author, consultant, and speaker. He is the global head of the family office practice at Dentons, the world’s largest law firm. Marshall has held leading family office roles at Credit Suisse, Citibank, and Boston Private, and he is a guest lecturer on the family office at New York University’s Stern School of Business.

This book will quickly become an essential read for anyone looking to understand more fully the little recognized but increasingly important world of family offices. William I. Woodson and Edward V. Marshall thoroughly explore the major aspects of a family office from the perspective of the various constituents. At the same time, they reveal the countless subtleties and intricacies of these complex organizations operating at the intersection of family, business, and investing. Combining a case study approach with well-researched background information helps enlighten the reader about both the theoretical and practical aspects of the modern family office.

• ForewordAcknowledgmentsDisclaimerIntroductionSection One: Formation1. Types2. Services3. Leadership and StaffingSection Two: Services4. Finance5. Lifestyle6. Investments7. Risk Management8. Philanthropy9. Next GenerationSection Three: Governance10. Communications and Planning11. Structures12. Succession and Leadership InsightsSection Four: Industry Data and Resources13. The NumbersConclusionAppendixGlossaryNotesIndex

William I. Woodson is a lecturer on wealth management at Columbia University School of Professional Studies and serves on the advisory board for the Stanford University Global Family Office Initiative. He is the former head of a family office and ran the family office practices for Citi Private Bank and Credit Suisse.Edward V. Marshall is a family office expert, author, consultant, and speaker. He is the global head of the family office practice at Dentons, the world’s largest law firm. Marshall has held leading family office roles at Credit Suisse, Citibank, and Boston Private, and he is a guest lecturer on the family office at New York University’s Stern School of Business.

This book will quickly become an essential read for anyone looking to understand more fully the little recognized but increasingly important world of family offices. William I. Woodson and Edward V. Marshall thoroughly explore the major aspects of a family office from the perspective of the various constituents. At the same time, they reveal the countless subtleties and intricacies of these complex organizations operating at the intersection of family, business, and investing. Combining a case study approach with well-researched background information helps enlighten the reader about both the theoretical and practical aspects of the modern family office.

• ForewordAcknowledgmentsDisclaimerIntroductionSection One: Formation1. Types2. Services3. Leadership and StaffingSection Two: Services4. Finance5. Lifestyle6. Investments7. Risk Management8. Philanthropy9. Next GenerationSection Three: Governance10. Communications and Planning11. Structures12. Succession and Leadership InsightsSection Four: Industry Data and Resources13. The NumbersConclusionAppendixGlossaryNotesIndex